DaVita
439 hedge funds and large institutions have $6.32B invested in DaVita in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.
105% more call options, than puts
Call options by funds: $88.6M | Put options by funds: $43.3M
10% more capital invested
Capital invested by funds: $5.75B → $6.32B (+$575M)
5% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 43
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.43% less ownership
Funds ownership: 86.63% → 86.2% (-0.43%)
4% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 161
1% less funds holding
Funds holding: 445 → 439 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$72.2M |
| 2 |
GCM
Glenview Capital Management
New York
|
+$22.1M |
| 3 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$20.9M |
| 4 |
BlackRock
New York
|
+$20.9M |
| 5 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.3M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$29M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$20M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$17.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$16M |
DVA Hedge Fund Activity: Q1 2023 in Review
439 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2023, worth a combined $6.32B — up 10% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DVA positions and 43 closed out — a net gain of 2 holders — while 155 added to existing stakes and 161 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $72.2M. The largest seller was Ameriprise, cutting an estimated $38.3M.
- 439 institutional investors held DaVita (DVA) as of Q1 2023, down from 445 in Q4 2022.
- Funds reported $6.32B of DaVita stock for Q1 2023, up 10% quarter-over-quarter.
- 45 funds opened new DaVita positions in Q1 2023 and 43 closed out, a net change of +2 holders.
- The largest DaVita buyer in Q1 2023 was Jacobs Levy Equity Management, an estimated $72.2M added.
- The largest DaVita seller in Q1 2023 was Ameriprise, an estimated $38.3M sold.
Based on aggregated 13F filings for Q1 2023.